Podcast: Navigating crude markets: Q4 predictions and a return to fundamentals
Listen now: https://www.spartacommodities.com/insights/navigating-crude-markets-q4-predictions-and-a-return-to-fundamentals/
In this episode of the Sparta Market Outlook podcast, Felipe is joined by Neil Crosby, Jorge Molinero, and Phil Jones Lux to discuss the latest trends in the crude oil and refined products markets. The team revisits their earlier predictions for Q4, evaluating how recent geopolitical events, especially concerning Iran, have influenced market dynamics.
The team explores why gasoline has been outperforming diesel cracks, diverging from earlier expectations. The role of supply and demand dynamics, and how trends in stocks, freight rates, and arbitrage flows have shifted the landscape. Despite bullish signals for gasoline, the team remains cautious, noting potential pressure from bearish crude and distillate markets.
SUBSCRIBE:
Spotify: https://open.spotify.com/show/5kcdrcgO1uXQHL7FKLXGyz
Apple Podcasts: https://podcasts.apple.com/us/podcast/sparta-market-outlook/id1763066831
Amazon Music: https://music.amazon.com/podcasts/d8d293f0-9c00-457c-bb76-392ba185637e
Real time alerts, set to your specifications
Continue reading
Distillates strength pulls further ahead after a short breather, as tightness looms ahead; jet looks...
Diesel arbs into Europe are mostly closed despite the recent upturn in pricing. Meanwhile Jet arbs East-West are much more favourable. Further weakness in SG10 E/W and in NWE Jet CIF diffs likely.
14 AUG 26 - 08:08
Atlantic Basin looks to hold naphtha, giving support to MOPJ premiums
Marginal Med arbs and a shut Rotterdam–Chiba keep naphtha in the Atlantic Basin, with Brazil the stronger outlet and MOPJ risk building into Q4.
14 AUG 26 - 07:22